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Strategic Financial Concepts’s LPL Financial LPLA Stock Holding History

Strategic Financial Concepts’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,731
Closed -$576K – 217
2025
Q3 		$576K Buy
+1,731
New +$627K 0.08% 125

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Strategic Financial Concepts's LPLA Position: Q4 2025 in Review

Strategic Financial Concepts sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 1,731 shares — an estimated $576K sold.

Strategic Financial Concepts first reported a position in LPLA in Q3 2025 and held it in 1 quarter. The position peaked at $576K in Q3 2025. 828 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Strategic Financial Concepts reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 1,731 LPL Financial shares in Q4 2025, an estimated $576K.
  • Strategic Financial Concepts first reported a position in LPL Financial in Q3 2025 and held it in 1 quarter.
  • Strategic Financial Concepts's LPL Financial position peaked at $576K in Q3 2025.
  • 828 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.